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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.31 | 6.74 | 0.43 |
Shares | 93.57 | 96.24 | 2.67 |
Bonds | 0.13 | 0.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.14 | 18.11 |
Price to Book | 2.48 | 3.02 |
Price to Sales | 1.49 | 2.22 |
Price to Cash Flow | 10.27 | 12.11 |
Dividend Yield | 1.66 | 2.05 |
5 Years Earnings Growth | 13.83 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.83 | 23.56 |
Financial Services | 18.63 | 16.89 |
Healthcare | 18.32 | 13.09 |
Industrials | 12.44 | 11.62 |
Consumer Cyclical | 11.84 | 10.57 |
Communication Services | 5.93 | 7.90 |
Utilities | 3.74 | 2.55 |
Energy | 3.51 | 3.53 |
Basic Materials | 2.00 | 3.98 |
Real Estate | 0.47 | 2.76 |
Consumer Defensive | 0.31 | 7.48 |
Number of long holdings: 547
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.96 | 161.96 | +1.68% | |
Amazon.com | US0231351067 | 3.24 | 188.99 | +1.31% | |
Microsoft | US5949181045 | 2.99 | 391.85 | +1.17% | |
JPMorgan | US46625H1005 | 2.23 | 243.55 | -0.45% | |
UnitedHealth | US91324P1021 | 2.06 | 418.64 | -1.32% | |
HCA | US40412C1018 | 2.03 | 327.92 | -3.95% | |
Alibaba | KYG017191142 | 2.01 | 115.20 | -0.35% | |
NextEra Energy | US65339F1012 | 1.91 | 66.09 | -0.39% | |
Samsung Electronics Co | KR7005930003 | 1.90 | 55,800 | +0.18% | |
AstraZeneca | GB0009895292 | 1.73 | 10,503.7 | +1.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 10.64B | -6.34 | 7.21 | 10.78 | ||
Fidelity Index World Fund P Accumul | 10.64B | 4.86 | 13.44 | 12.88 | ||
Fidelity Index US Fund Class A Acc | 6.41B | -9.33 | 7.91 | 13.17 | ||
Fidelity Index US Fund P Accumulati | 6.41B | 4.11 | 15.58 | 15.65 | ||
Fidelity European Acc | 4.12B | 7.83 | 8.21 | 9.35 |
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